Year over year actuals by month and YTD

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Hello,

I would have a look at these to see if they help with what you are looking for.

Cash Flow forecast by month based on YTD Actuals and remaining monthly budget

Overview I have a highly variable income (and expenses) month to month and my cash flow will frequently go negative for a few months before it turns positive. Because of this, I am very interested in YTD monthly actual cash flow and what my budgeted cash flow per month looks like for the remainder of the year. With this info, I can determine which months I will need to cover expenses through other means and when I will catch up. I started with someone else’s spreadsheet template that showed …

Timeframe Actuals vs Budget Tracker; ability to exclude Groups and/or Categories

Overview I wanted a way to track the detailed income and expenses actuals vs budget totals for any timeframe I choose. I also wanted to be able to exclude certain Groups or Categories to see how things change without those items. [image] This would be a pretty standard budget sheet except for the ability to exclude Groups and/or Categories. couldn’t find a solution that allowed me to do that. I like to be able to see my income, expenses, and cash flow without certain Group or Categories. …

Expected end of year Cash

Overview One of the reasons I set up a budget is so I can determine what my available cash will be at the end of the year. I run my available cash very lean and any extra cash I have at the end of the year goes into a separate account for emergencies, retirement, or splurges. However, as the year goes by, because my income and spending do not always follow my budget, my expected end of year cash changes. I could not find a solution that allowed me to determine how EOY cash changes based on y…

Annual Comparison- up to 10 Years

Overview Now that I have multiple years of transactions in my Tiller sheet, I want to be able to see my annual Income and Expenses for multiple years on one page and wanted to know what my average was over the number of years I choose. In addition, I wanted to see, by Category and Category Group, my annual Income and Expenses over a period of years without certain Categories or Category Groups. One reason why? I am getting closer to retirement and want to know what spending has been without …